Investment Analyst
Core
Support portfolio analysis and implementation to develop investment strategies ensuring competitive performance for fund members.
Role type
Investment Analyst (Superannuation/Funds Management)
Builds
Investment strategies, cash flow models, and portfolio performance reports
Domain
Superannuation and Funds Management
Deliverable
production ML models | product features | dashboards & analysis | client delivery
Required skills
quantitative analysis, data manipulation, performance analysis, investment research, cash flow modeling, risk control, trade reconciliation
Preferred skills
post-graduate qualifications, experience in superannuation or funds management
Technologies
quantitative analysis tools, data manipulation software
Responsibilities
Manage cash flow allocation and exposure including rebalancing and funding; conduct quantitative and attribution analysis for portfolio performance; measure fund performance and crediting rates; execute in-house trading and reconcile trades; maintain portfolios and control risk
Seniority
Mid-level, hands-on IC
